South Orange County Financial Planning - David S. Lopez, CFP - Laguna Niguel, California
Address: 30131 Town Center Dr #168, Laguna Niguel, CA 92677.
Phone: 9495423316.
Website: socfp.com
Specialties: Financial planner.
Other points of interest: Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended, Free parking lot.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of South Orange County Financial Planning - David S. Lopez, CFP
⏰ Open Hours of South Orange County Financial Planning - David S. Lopez, CFP
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: Closed
- Saturday: Closed
- Sunday: Closed
South Orange County Financial Planning, led by David S. Lopez, CFP, is a reputable financial planning firm located at 30131 Town Center Dr #168, Laguna Niguel, CA 92677. The firm specializes in providing financial planning services, with a focus on helping individuals and families achieve their financial goals. To contact South Orange County Financial Planning, you can reach out via phone at 9495423316 or visit their website at socfp.com.
The firm offers a range of services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
South Orange County Financial Planning is committed to providing exceptional service to all clients. The firm is LGBTQ+ friendly and ensures a transgender safe space for everyone. The office is wheelchair accessible, with parking and restrooms designed to accommodate individuals with disabilities. Appointments are recommended but not always required.
As of now, South Orange County Financial Planning has not received any reviews on Google My Business. However, this may change in the future as the firm continues to serve its clients.
To learn more about South Orange County Financial Planning and how they can assist you in achieving your financial goals, we highly recommend visiting their website at socfp.com. You can also call the office at 9495423316 to schedule an appointment or discuss your financial needs with a member of their team.